Tax Season Started Yesterday.
Lets start planning today.
We’ve reimagined the traditional tax preparation services to offer more strategic solutions to our clients. Each service package is designed to take a deeper dive into your entire financial situation to help uncover and identify potential tax-saving measures you could take advantage of.
Standard
Your personal tax team will thoroughly review your financial tax documents, look for potential areas where you might find tax savings, and prepare and file your Federal and State returns.
Standard Package:
Personal Assigned Tax Team
Tax Preparation and Filing for Federal and State returns
Intermediate
Designed to help identify yearly actions that you can take to reduce your tax bill. Meetings will be hyper-focused on your specific needs and financial goals.
Standard Package Plus:
Tax Preparation and Filing for Federal and State returns
Annual or Semi-Annual Strategic Tax Planning Meetings
Advanced
A deep-dive into your financials and work with you throughout the year to help find ways to not only save on your taxes but highlight other financial opportunities unique to you.
Intermediate Package Plus:
Additional Consulting calls throughout the year
Tax Audit Protection Consulting and Representation
IRS and State Notice Resolution
